SVB Wealth’s National Vision EYE Stock Holding History

SVB Wealth’s Portfolio EYE Stock Details EYE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-118	Closed	-$1.51K	–	900
2025 Q1	$1.51K	Buy	+118	New	+$1.4K	﹤0.01%	1285

Other funds holding EYE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SVB Wealth's EYE Position: Q2 2025 in Review

SVB Wealth sold out of National Vision (EYE) in Q2 2025, closing a stake of 118 shares — an estimated $1.51K sold.

SVB Wealth first reported a position in EYE in Q1 2025 and held it in 1 quarter. The position peaked at $1.51K in Q1 2025. 245 funds tracked by Wall St. Rank hold EYE as of Q2 2025.

SVB Wealth reported no remaining National Vision position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 118 National Vision shares in Q2 2025, an estimated $1.51K.
SVB Wealth first reported a position in National Vision in Q1 2025 and held it in 1 quarter.
SVB Wealth's National Vision position peaked at $1.51K in Q1 2025.
245 funds tracked by Wall St. Rank held National Vision as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.